Puneet Wadhwa

Moderate impact of GST cuts on fiscal deficit; inflation may lower 50-90bps

Besides, a cut in the tax rate on nearly one-fourth of the essential and household items contained in inflation basket may lead to a moderation of 50-90 bps in retail inflation over next 12 months

Will the GST rate cut bring back foreign investors to Indian stock market?

The primary reason for the underperformance of the Indian market in the past year, according to analysts, is weak domestic growth

GST rate rejig above expectation, stocks price in most positives: Analysts

The breadth and depth of the new rate cuts, analysts at Bernstein said, especially in the fast-moving consumer goods (FMCG) categories saw rate reductions well beyond what they thought was possible

GST rate cut may ease CPI inflation by 25bps; 40bps dent on fiscal deficit

Here's how analysts leading brokerages assess the impact of the GST rate rejig on the Indian economy, bond markets and the possibility of an aggressive interest rate cut by the Reserve Bank of India

Are markets overoptimistic on GST rate overhaul as council meet gets going?

Any disappointment on the rate front, analysts believe, could trigger a knee jerk correction fall in the stocks and sectors that have seen a good run in the last few weeks

India Inc's earnings depend on global growth; DII flows at risk: Nuvama

There is a risk to sustenance of DII flows itself as they lag-rather than lead-market movements. Weak one-year trailing returns could be a meaningful deterrent for domestic investors, the report said.

Jio IPO, New Energy, AI focus: Brokerages decode RIL AGM and stock strategy

Reliance Industries got its 'Buy' call retained from most analysts, with a target price going as high as 27 per cent.

Markets continue to ignore impending risks: Pramod Gubbi of Marcellus

The incremental buyer in the market is primarily the retail investor - either directly or via mutual funds (MFs) - which makes the market even less reflective of these events in reality

Proposed GST rejig saved the day for Indian stock markets, says Chris Wood

Wood has removed the investment in Aditya Birla Real Estate in his India long-only equity portfolio and replaced it with an investment in Mahindra & Mahindra (M&M)

Tariff impact: Nomura cuts FY26 GDP forecast to 5.8% in worst-case scenario

Data from the Annual Survey of Industries (ASI) show that these sectors together employed around 21 million workers directly and via contractors in 2023, Nomura said

Market complacent on tariffs; additional 25% pure hypocrisy: Nilesh Shah

If someone wants 25 per cent returns, I don't see opportunities. For high single-digit or low double-digit returns, there are plenty, says Nilesh Shah of Kotak AMC in this exclusive interview.

RIL AGM: Expectations, stock historical performance, strategy decoded

At the bourses, meanwhile, the stock has been an outperformer, rallying nearly 16.5 per cent thus far in calendar year 2025 (CY25) as compared to 0.7 per cent gain in the BSE Oil & Gas index

Build a portfolio of equities, fixed income, precious metals: Taher Badshah

'Build portfolio of equities, fixed income, precious metals'

Will GST reform, S&P Global upgrade bring FIIs back to Indian stock market?

Thus far in calendar year 2025 (CY25), foreign institutional investors have dumped Indian equities worth Rs 1.17 trillion, shows NSDL data

GST reforms: How and where to invest in the stock market? Analysts decode

At the bourses, the consumption-driven theme has played out well thus far in FY26 with the Nifty India Consumption index rising nearly 11 per cent as compared to around 5 per cent rise in Nifty 50

AMCs that create value for investors will grow: DSP Mutual Fund MD & CEO

I have been an investor since 1998, and in both the best and worst of times, there has never been a day without worries or opportunities, says Kalpen Parekh, MD and CEO of DSP Mutual Fund (MF)

Caution name of the game in Indian markets, says Manishi Raychaudhuri

With tariff uncertainties, weakening earnings, and premium valuations, investors are urged to adopt selective stock-picking strategies while awaiting clearer market triggers.

JIO, Retail, O2C, New Energy: What analysts expect from RIL AGM on Aug. 29

At the AGM in 2024, Mukesh Ambani-controlled RIL guided for 2x growth in its business by 2030, with JIO and Retail envisaged to double over the next three-four years

FPI selloff may worsen as Trump ups India tariffs pressure

Analysts have largely attributed the selloff to the trade uncertainty triggered by Donald Trump's tariff-related policies

Should you buy, sell, hold interest rate sensitive stocks post RBI policy?

Nifty PSU Bank, Nifty Private Bank and Nifty Bank index have outperformed the market,down in the range of 0.09 per cent to 0.25 per cent.